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Customizing Microsoft CRM Sales for Outlook

CRM 1.0

You can easily customize Microsoft CRM Sales for Outlook (the Outlook client) by adding menus, side tabs, and buttons, which are available in both Offline and Online modes. To do this, you add a text-based configuration file to your Microsoft CRM server.

Any integration into the Web application must participate in security. That is, any server or client application calling into the Microsoft CRM application programming interface (API) must have user context in the same domain. For more information, see the Microsoft CRM SDK Security Model topics.

Important    Any integration into Microsoft CRM Version 1.2 may not be supported in the same way in future versions.

The following topics are covered here:

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